Airtable Form Customization.

Hello Bharathy,

There is no straightforward solution to your issue to my knowledge, but I may be wrong.

One way to manage it is to add in your table a "Cycle" field for each property:

"A Cycle" has options 2024 and 2025

"B Cycle" has options 2025 and 2026

...

In you form, you first add the "Property" field and the all "Cycle" fields:

And you set visibility options for each "cycle field":

Finally, you can have a formula field in your table to have a common "Cycle" field for all records:

This solution is far from ideal because there is some maintenance when a new property is defined and it is not convenient if you have more that 10 properties.

I would be very interested to know if anyone had a better solution.

Regards,

Pascal

Yeap, you can do this with dynamic filtering:  https://support.airtable.com/docs/dynamic-filtering-in-linked-record-fields

@Bharathy 

You can do this with Airtable’s built-in dynamic filtering, but in my opinion, the much easier and more powerful way of doing this is to use Fillout’s advanced forms for Airtable, which gives you better control over filtering linked record fields.

Fillout is 100% free and offers hundreds of features that Airtable’s native forms don’t offer, including the ability to update Airtable records from a form, display Airtable lookup fields & Airtable rollup fields & Airtable attachments & formulas on forms, dynamically & conditionally filter linked record fields by any values that you would like, perform math or other live calculations on your forms, accept payments on forms, create multi-page forms with conditional paths, create new linked records on a form, display as many fields as you want to see in a linked record selection list (including attachments), and much more. 

I show how to use a few of the advanced features of Fillout on these 2 Airtable podcast episodes:

• Using Fillout to create an eSignature approval process with PDF file creation.
• Using Fillout to create an order entry form with line items.

Hope this helps! If you’d like to hire the best Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld

Hi,

Thank you. But I can't see the filter option in single select field for dynamic filter 🥲.

Try converting "Budget Cycle" to a linked field to a new table?

@ScottWorld 

Hello,

I did use Fillout for a project after reading one of your post and it is indeed a great tool for designing forms. This being said, I ended up doing the same process, ie replecating the "Cycle" field in the above example and showing field A, B or C depending on user's property selection.

Did I miss something with Fillout?

Thanks

Pascal

You would need to switch to linked record fields to get dynamic record selections. Otherwise, your method works fine, too!